# Board Of Trustees-Local 63 Defined Contribution Pension Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-63-defined-contribution-pension-fund-363519910-001

> Board Of Trustees-Local 63 Defined Contribution Pension Fund's DC plan: 2,159 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees-Local 63 Defined Contribution Pension Fund

- **Sponsor EIN:** 363519910

- **Sponsor Address:** 625 ENTERPRISE DR, OAK BROOK, IL, 605238813

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 2,159

- **Total Assets:** $338.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,159|$338.2M|$16.0M|$0|

| 2023|2,127|$319.8M|$18.1M|$0|

| 2022|2,038|$284.9M|$17.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BENEFITS MANAGEMENT GROUP INC.|Other Service Provider|$82,150|—|$82,150|

| GREGORIO, STEC, KLEIN & HOSE|Other Service Provider|$52,477|—|$52,477|

| FIDUCIENT ADVISORS|Other Service Provider|$47,100|—|$47,100|

| CALIBRE CPA GROUP, PLLC|Auditor|$43,980|—|$43,980|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$9,538|—|$9,538|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $235,245

- **Estimated Expense Ratio:** 0.070% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$260,470|$47,100|$82,150|$28,150|—|

| 2023|$246,392|$47,100|$72,700|$28,150|—|

| 2022|$247,546|$47,100|$67,200|—|$92,362|

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